Burton Enright Welch’s Dimensional International Small Cap Value ETF DISV Stock Holding History

Burton Enright Welch’s Portfolio DISV Stock Details DISV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.07M	Sell	76,398 -362	-0.5%	-$15K	0.36%	35
2026 Q1	$3.03M	Buy	76,760 +3,843	+5%	+$155K	0.41%	29
2025 Q4	$2.77M	Sell	72,917 -495	-0.7%	-$18K	0.39%	36
2025 Q3	$2.62M	Sell	73,412 -817	-1%	-$28K	0.4%	32
2025 Q2	$2.44M	Buy	74,229 +19,548	+36%	+$602K	0.42%	33
2025 Q1	$1.59M	Buy	54,681 +2,731	+5%	+$76.9K	0.32%	35
2024 Q4	$1.38M	Buy	51,950 +8,199	+19%	+$225K	0.29%	35
2024 Q3	$1.27M	Buy	43,751 +9,943	+29%	+$277K	0.27%	36
2024 Q2	$910K	Buy	33,808 +2,517	+8%	+$69.1K	0.21%	43
2024 Q1	$851K	Buy	31,291 +640	+2%	+$16.5K	0.2%	44
2023 Q4	$790K	Buy	+30,651	New	+$737K	0.21%	42

Other funds holding DISV

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Burton Enright Welch's DISV Position: Q2 2026 in Review

Burton Enright Welch reduced its Dimensional International Small Cap Value ETF (DISV) stake by 0.47% in Q2 2026, selling an estimated $15K and leaving 76,398 shares worth $3.07M. The position accounts for 0.36% of the portfolio, ranked #35.

Burton Enright Welch first reported a position in DISV in Q4 2023 and has held it in 11 quarters since. 469 funds tracked by Wall St. Rank hold DISV as of Q2 2026.

Burton Enright Welch held 76,398 shares of Dimensional International Small Cap Value ETF worth $3.07M as of Q2 2026.
Burton Enright Welch sold 362 Dimensional International Small Cap Value ETF shares in Q2 2026, an estimated $15K.
Dimensional International Small Cap Value ETF made up 0.36% of Burton Enright Welch's portfolio in Q2 2026, its #35 holding.
Burton Enright Welch first reported a position in Dimensional International Small Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
469 funds tracked by Wall St. Rank held Dimensional International Small Cap Value ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.